BICKERSTAFF FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BICKERSTAFF FAMILY FOUNDATION (EIN 95-4819633)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-11
- IRS object ID
- 202002559349100625
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-11T18:38:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954819633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BICKERSTAFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BICK | BusinessNameControlTxt |
| Phone | 3105520960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST NO 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN BICKERSTAFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105520960 | PhoneNum |
| Signature | 2020-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.179.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-05 | IPDt |
| IP Tm | 13:11:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4DE9E07BEFF9F022A478DFE9E5F2D6773821691 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,078,780 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $696 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,205,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,498,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,205,137 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,205,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,205,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,830 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $713 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $712 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,018 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,017 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $236 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $234 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,273,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,255,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $931,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,199,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,958 | CashBOYAmt |
| Cash EOY | $17,565 | CashEOYAmt |
| Cash EOYFMV | $17,565 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $30,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $30,000 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $884,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,835,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,031,215 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $950,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,882,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,078,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $950,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,882,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $950,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,882,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $950,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,882,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $950,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $931,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,882,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,882,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 325 AMAZON.COM INC | D | 2005-01-20 | 2019-01-22 | $531,732 | $13,759 | $517,973 | $517,973 |
| 175 AMAZON.COM INC | D | 2005-01-20 | 2019-05-15 | $325,759 | $7,409 | $318,350 | $318,350 |
| 400 SALESFORCE.COM | D | 2007-11-05 | 2019-05-15 | $62,119 | $5,215 | $56,904 | $56,904 |
| 500 SALESFORCE.COM | D | 2007-11-05 | 2019-05-15 | $77,649 | $6,519 | $71,130 | $71,130 |
| 1600 SALESFORCE.COM | D | 2007-11-05 | 2019-05-15 | $248,477 | $20,871 | $227,606 | $227,606 |
| 2000 SALESFORCE.COM | D | 2007-11-05 | 2019-05-15 | $310,596 | $26,079 | $284,517 | $284,517 |
| 100 AMAZON.COM INC | D | 2005-01-20 | 2019-05-28 | $184,253 | $4,234 | $180,019 | $180,019 |
| 1000 FACEBOOK INC | D | 2015-03-23 | 2019-05-28 | $184,362 | $84,042 | $100,320 | $100,320 |
| 20 AMAZON.COM INC | D | 2005-01-20 | 2019-09-09 | $36,639 | $847 | $35,792 | $35,792 |
| 30 AMAZON.COM INC | D | 2005-01-20 | 2019-09-09 | $55,159 | $1,270 | $53,889 | $53,889 |
| 100 AMAZON.COM INC | D | 2005-01-20 | 2019-09-09 | $183,975 | $4,234 | $179,741 | $179,741 |
| 200 FACEBOOK INC | D | 2015-03-23 | 2019-09-09 | $37,268 | $16,808 | $20,460 | $20,460 |
| 400 FACEBOOK INC | D | 2015-03-23 | 2019-09-09 | $74,547 | $33,617 | $40,930 | $40,930 |
| 800 FACEBOOK INC | D | 2015-03-23 | 2019-09-09 | $149,070 | $67,233 | $81,837 | $81,837 |
| 20 AMAZON.COM INC | D | 2005-01-20 | 2019-09-11 | $36,516 | $847 | $35,669 | $35,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,205,137 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,068,069 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,473,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195152 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $893,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,841,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.184600 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $698,230 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,288,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $741,823 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,811,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.194633 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,204,888 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,631,392 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.331798 | DistributionYr5Rt |
| Total Distribution | 1.068991 | TotalDistributionRt |
| Average Distribution | 0.213798 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,054,134 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,080,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,102,563 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,255,963 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $21,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,062 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,062 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,063 | OverpaymentAmt |
| Applied To ES Tax | $5,063 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GLEN BICKERSTAFF | IndividualWithBooksNm |
| Phone | 3105520960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH J BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| GLEN E BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,886,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,131,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,131,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,054,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,999 | TotalTaxAmt |
| Distributable Before Adj | $230,708 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,708 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,708 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,255,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,255,963 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,999 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,233,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,708 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,032,730 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $585,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $496,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $664,867 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $811,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,590,972 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,255,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,025,255 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,616,227 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,032,730 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,583,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $585,983 | ExcessFromYear4Amt |
| Excess From Year3 | $496,036 | ExcessFromYear3Amt |
| Excess From Year2 | $664,867 | ExcessFromYear2Amt |
| Excess From Year1 | $811,356 | ExcessFromYear1Amt |
| Excess From Current Year | $1,025,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBORAH J BICKERSTAFF | ContributingManagerNm |
| Contributing Manager | GLEN E BICKERSTAFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CSU FULLERTON | |||||||
| 2600 NUTWOOD AVE STE 275 | FULLERTON | CA | 92831 | NONE | 501(C)(3) | SUPPORT UNIVERSITY TO ACHIEVE EDUCATIONAL MISSION | $175,000 |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E STATE UNIVERSITY DR STE 332 | LONG BEACH | CA | 90815 | NONE | 501(C)(3) | HELP BUILD STRONGER CAMPUS, COMMUNITY, AND WORLD | $50,000 |
| FIRST STEP HOUSE OF ORANGE COUNTY INC | |||||||
| 2015 CHARLE ST | COSTA MESA | CA | 92627 | NONE | 501(C)(3) | RECOVERY HOME FOR 21 RECOVERING ALCOHOLICS. | $30,000 |
| ILLUMINATION FOUNDATION | |||||||
| 1091 N BATAVIA ST | ORANGE | CA | 92867 | NONE | 501(C)(3) | TO PROVIDE MEALS, AFTER SCHOOL PROGRAMS, AND COUNSELING FOR CHILDREN IN HOMELESS FAMILIES. | $115,000 |
| JOHN MALLINGER CHARITABLE FOUNDATION | |||||||
| 5948 SPINNAKER BAY DR | LONG BEACH | CA | 90803 | NONE | 501(C)(3) | SUPPORT THE GROWTH OF THE GAME OF GOLF THROUGH INITIATIVES. | $20,000 |
| MOTHERS TO MOTHERS | |||||||
| 7441 W SUNSET BLVD | LOS ANGELES | CA | 90046 | NONE | 501(C)(3) | HELPING MOTHERS AND CHILDREN IN NEED | $625,000 |
| THE MIRACULOUS LOVE KIDS | |||||||
| 5735 E SCRIVENER ST | LONG BEACH | CA | 90808 | NONE | 501(C)(3) | HELP CHILDREN IN POVERTY-STRICKEN AREAS & WAR ZONES W/ CLEAN WATER, FOOD, CLOTHES, SHELTER,MEDICINE | $50,000 |
| THE NAGOURNEY INSTITUTE | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 90806 | NONE | 501(C)(3) | PERFORM FUNCTIONAL PROFILING, A LABORATORY TECHNIQUE THAT MEASURES HOW CANCER CELLS RESPOND TO A VARIETY OF DRUGS AND DRUG COMBINATIONS. | $150,000 |
| WATER UNDERGROUND | |||||||
| 3080 ARLOTTE AVE | LONG BEACH | CA | 90808 | NONE | 501(C)(3) | PROVIDE ACCESS TO CLEAN AND SAFE DRINKING WATER TO RURAL COMMUNITIES IN DEVELOPING NATIONS | $30,000 |
| WOMEN IN NEED INC | |||||||
| ONE STATE STREET PLAZA | NEW YORK | NY | 10004 | NONE | 501(C)(3) | PROVIDER OF SHELTER AND SUPPORTIVE HOUSING FOR HOMELESS FAMILIES, ESPECIALLY WOMEN AND CHILDREN. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,250,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,205,137 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,205,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,205,833 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $6,205 | $3,103 | $3,102 |
| BOOKKEEPING FEES | $1,425 | $1,915 | $1,915 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INSTITUTIONAL | StockNm |
| EOY Book Value | $1,835,021 | EOYBookValueAmt |
| EOYFMV | $5,031,215 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,830 | LegalFeesAmt |
| Net Investment Income | $713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $712 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $370 | $185 | $185 |
| LICENSE & PERMITS | $75 | $38 | $37 |
| BANK FEES | $25 | $13 | $12 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 FEDERAL TAXES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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